Senior Insurance Professional

4 weeks ago


Dallas, Texas, United States Lockton, Inc. Full time

Lockton, Inc. is seeking an experienced insurance professional to support our Casualty Risk Management book of business.

The ideal candidate will provide personalized support to our clients, focusing on delivering exceptional service and growing our associates and clients.

Key responsibilities include:

  • Coordinating and executing administrative and service functions for assigned accounts
  • Supporting the implementation of new lines of coverage, including setting up accounts, collecting documentation, and reviewing plan details with clients and carriers
  • Auditing policies, quotes, binders, and endorsements to ensure accuracy and completeness
  • Updating specifications, applications, and summary information to reflect changes throughout the policy lifecycle
  • Binding coverage under the direction of the Unit Manager and/or Account Executive
  • Generating marketing and informational materials for client presentations and meetings
  • Managing and overseeing the Certificate of Insurance and ID card process
  • Supporting the team with Image Right filing, managing open items lists, and contract review

Requirements include:

  • Bachelor's Degree in Insurance and Risk Management, Business, or a related field
  • Minimum of two years of related commercial, underwriting, or risk management experience
  • Prior brokerage, insurance industry, and/or client services experience strongly preferred
  • Working knowledge of Microsoft Office Products (Excel, Word, and PowerPoint)
  • Strong organizational and time-management skills with the ability to work within high-pressure time constraints
  • Effective critical thinking with the ability to resolve complex client service issues
  • Willingness to travel and work outside of normal business hours, as needed


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